3 AI are positioned at a critical AI bottleneck as memory demand surges. This video explores how Micron (NASDAQ: MU), Nebius (NASDAQ: NBIS), and TSMC (NYSE: TSM) could benefit from AI growth without relying on hype.
Stock prices used were the market prices of Feb. 2, 2026. The video was published on Feb. 7, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.